Equity Profile
Post-Earnings Recap
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $2.05 | $1.88 | +25.77% |
| Revenue | N/A | $1.1B | N/A |
management commentary, guidance changes, and full analysis available with Pro.
Plexus Corp. (PLXS) operates in the Information Technology sector, specializing in electronic manufacturing services....
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Total revenue gives insight into the company's sales performance and market demand for its services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
| EPS | $2.05 | $1.88 | +25.77% |
| Revenue | N/A | $1.1B | N/A |
Tone: Unknown
No transcript is on record, and the analysis is based on numerical results only.
Plexus Corp. reported better-than-expected earnings per share, which contributed to a positive stock reaction, with shares rising by 1.73%. However, revenue figures were not disclosed, leaving some uncertainty about the overall performance. The strong EPS surprise indicates that the company managed its costs effectively or achieved higher margins, which could bode well for future profitability.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+30.50%
Avg Stock Reaction
+0.52%
In Q1-2026, Plexus reported an EPS of $1.78, significantly beating estimates by 20.51%. The stock reacted positively, gaining 4.23% the next day.
Management Promises & Guidance
Analysts expect Plexus to continue its strong performance with an EPS of $1.88 and revenue of $1.1 billion. The company has a solid track record of beating earnings estimates.
Bull Case
If Plexus can exceed the EPS estimate, it may indicate strong demand and effective cost management, potentially leading to a positive stock reaction.
Bear Case
Conversely, if the company misses its earnings target, it could raise concerns about demand or operational challenges, negatively impacting investor sentiment.
EPS
$1.88Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
$1.1BTotal revenue gives insight into the company's sales performance and market demand for its services.
Expectations
The print will turn on these two things.
Q1
Will Plexus achieve an EPS of $1.88 or higher?
This number is critical as it will indicate whether the company can maintain its strong earnings trajectory and investor confidence.
Q2
What insights can management provide regarding revenue growth and demand trends?
Understanding revenue drivers will help investors gauge the company's market position and future growth potential.
Edge
Why consensus could be wrong
The consensus may underestimate Plexus's ability to capitalize on increasing demand for electronic manufacturing services, especially in emerging tech sectors.
Supporting Evidence
Plexus has consistently beaten earnings estimates, indicating stronger operational performance than anticipated.
The options market is pricing a larger move than historical averages, suggesting that traders expect significant volatility.
Insider selling may indicate a need for caution, but it could also reflect individual financial planning rather than company performance.
Key Risk
If revenue growth exceeds $1.1 billion, it could challenge the current bearish sentiment and indicate stronger market demand.
Edge
Pre-commit to what would confirm each case.
This quarter's performance is pivotal as it will reflect the company's ability to sustain growth amid changing market conditions.
Bull Confirmed If
An EPS of $1.90 or higher would confirm strong operational performance and demand.
Bear Confirmed If
An EPS below $1.87 would raise concerns about the company's ability to manage costs and meet market demand.
Pre-Earnings Positioning
Implied Move
±8.61%
Historical Avg
±1.8%
The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.
Options are pricing ±8.0% while PLXS has averaged ±1.8% over the last 8 prints — setup is pricing rich.
ATM IV
0.6%
30d HV
44.5%
Edge
Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.
Bought
$0.00
0 sh
0 insiders
Sold
$336,130.05
1,500 sh
1 insider
Net
$336,130.05
Net selling
Most Active Insiders· 1 open-market trade
$336,130.05
Net selling
Recent Transactions
Apr 15, 2026 · @ $224.09
1,500 sh
$336,130.05
Open-market trades only (Form 4 codes P/S). Awards, exercises, and tax-withholding excluded as routine compensation noise.
Preparation
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Plexus beats expectations, history suggests the stock could rise by around 0.19% on the following day, confirming strong demand.
In-Line / Cautious
If results are in line with expectations, the market may react cautiously, leading to a muted response as investors await further guidance.
Miss
A miss could lead to a decline, with historical patterns indicating an average drop of around 1.69% in similar scenarios.
Preparation
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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